Charles Schwab Corporation (SCHW)
NYSEFinancialsCapital MarketsSnapshot 2026-07-07
$101.92+1.29%
Close 2026-07-07 · 1-day change
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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Other Events On June 25, 2026, The Charles Schwab Corporation (“CSC”) issued $1,000,000,000 aggregate principal amount of 4.603% Fixed-to-Floating Rate Senior Notes due 2029 (the “Notes”). The net proceeds of the offering of the Notes were approximately $995.5 million after deducting underwriting discounts and commissions and estimated offering expenses. The Notes were issued under the Senior Indenture, dated as of November 14, 2025, between CSC and The Bank of New York Mellon Trust Company,…
Other Events On May 21, 2026, The Charles Schwab Corporation (“CSC”) issued $1,000,000,000 aggregate principal amount of 4.744% Fixed-to-Floating Rate Senior Notes due 2030 and $1,250,000,000 aggregate principal amount of 5.493% Fixed-to-Floating Rate Senior Notes due 2037 (collectively, the “Notes”). The net proceeds of the offering of the Notes were approximately $2,236 million after deducting underwriting discounts and commissions and estimated offering expenses. The Notes were issued unde…
Material Modification to Rights of Security Holders In connection with the Preferred Issuance, CSC filed a Certificate of Designations (the “Certificate of Designations”) with the Secretary of State of the State of Delaware, establishing the voting rights, powers, preferences and privileges, and the relative, participating, optional or other rights, and the qualifications, limitations or restrictions thereof, of the Series L Preferred Stock on April 22, 2026. Holders of the Depositary Shares…
Other Events On April 20, 2026, in connection with the Preferred Issuance, CSC entered into an Underwriting Agreement (the “Underwriting Agreement”) with Citigroup Global Markets Inc., Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, TD Securities (USA) LLC and Wells Fargo Securities, LLC, as the representatives of the several underwriters named therein (collectively, the “Underwriters”), under which CSC agreed to sell to the Underwriters 1,500,000 shares of Depo…
Results of Operations and Financial Condition On April 16, 2026, The Charles Schwab Corporation issued a press release announcing its financial results for the quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report.
Regulation FD Disclosure On March 2, 2026, The Charles Schwab Corporation issued a press release announcing the closing of its acquisition of Forge Global Holdings, Inc. A copy of the press release is attached as Exhibit 99.1 to this Current Report and is incorporated herein by reference. The information contained in this Current Report shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference i…
Managing Director, Chief Technology, Operations and Data Officer — Dennis Howard: Dennis Howard was internally promoted to Managing Director, Chief Technology, Operations and Data Officer.
Results of Operations and Financial Condition On January 21, 2026, The Charles Schwab Corporation issued a press release announcing its financial results for the quarter ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report.
Other Events On November 14, 2025, The Charles Schwab Corporation (“CSC”) issued $1,000,000,000 aggregate principal amount of 4.343% Fixed-to-Floating Rate Senior Notes due 2031 and $1,000,000,000 aggregate principal amount of 4.914% Fixed-to-Floating Rate Senior Notes due 2036 (collectively, the “Notes”). The net proceeds of the offering of the Notes were approximately $1,986,000,000, after deducting underwriting discounts and commissions and estimated offering expenses. The Notes were issue…
Results of Operations and Financial Condition On October 16, 2025, The Charles Schwab Corporation issued a press release announcing its financial results for the quarter ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report.
Results of Operations and Financial Condition On July 18, 2025, The Charles Schwab Corporation issued a press release announcing its financial results for the quarter ended June 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report.
Results of Operations and Financial Condition On April 17, 2025, The Charles Schwab Corporation issued a press release announcing its financial results for the quarter ended March 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report.
Director — Todd M. Ricketts: Todd M. Ricketts intends to retire from the Board effective October 7, 2025.
Entry Into a Material Definitive Agreement. Secondary Offering On February 12, 2025, TD Group US Holdings LLC (the “selling stockholder”), an affiliate of The Toronto-Dominion Bank (“TD”), completed the previously announced secondary offering (the “offering”) of 165,443,530 shares (the “shares”) of common stock, par value $0.01 per share (the “common stock”) of The Charles Schwab Corporation (the “Company”), at a price of $79.25 per share. The Company did not receive any of the proceeds from…
Termination of a Material Definitive Agreement. As a result of the offering and repurchase, the TD stockholder agreement (the “TD stockholder agreement”), dated as of November 24, 2019, that was entered into between the Company and TD terminated in accordance with its terms. The TD stockholder agreement is described in and is filed as Exhibit 10.1 to the Company’s Current Report on Form 8-K filed on November 29, 2019 with the Securities and Exchange Commission and incorporated herein by refer…
Other Events. On February 11, 2025 and February 12, 2025, the Company issued press releases announcing the pricing and closing, respectively, of the previously announced secondary offering by TD Group US Holdings LLC, an affiliate of TD, of 165,443,530 shares of the Company’s common stock at $79.25 per share, for an aggregate purchase amount of $13.1 billion. Following the completion of the secondary offering and the previously announced $1.5 billion share repurchase by the Company from TD, T…
Director — Brian M. Levitt, Bharat B. Masrani: The resignations were due to TD's common ownership percentage falling below 5%, not from any disagreement with the Company.
shall not be deemed to be incorporated by reference into the filings of The Charles Schwab Corporation (“CSC” or “the Company”) under the Securities Act of 1933 (“the Securities Act”) or the Exchange Act. Secondary Offering On February 10, 2025, the Company issued a press release announcing the commencement of a secondary offering of its common stock through which TD Group US Holdings LLC (the “selling stockholder”), an affiliate of The Toronto-Dominion Bank, intends to exit its full investme…
Results of Operations and Financial Condition On January 21, 2025, The Charles Schwab Corporation issued a press release announcing its financial results for the quarter ended December 31, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report.
Results of Operations and Financial Condition On October 15, 2024, The Charles Schwab Corporation issued a press release announcing its financial results for the quarter ended September 30, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report.
CEO — Walter W. Bettinger II: Walter W. Bettinger II is retiring as CEO with a named successor, Richard A. Wurster.
Chief Financial Officer — Michael Verdeschi: Michael Verdeschi was promoted to Chief Financial Officer, succeeding Peter B. Crawford.
Results of Operations and Financial Condition On July 16, 2024, The Charles Schwab Corporation issued a press release announcing its financial results for the quarter ended June 30, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report.
Chief Operating Officer, Chief Financial Officer — Joseph R. Martinetto, Peter B. Crawford: Two senior executives, the Chief Operating Officer and Chief Financial Officer, are departing or retiring.
Results of Operations and Financial Condition On April 15, 2024, The Charles Schwab Corporation issued a press release announcing its financial results for the quarter ended March 31, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report.
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